SageView Advisory Group’s Applied Materials AMAT Stock Holding History

SageView Advisory Group’s Portfolio AMAT Stock Details AMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.07M	Buy	4,173 +268	+7%	+$64.3K	0.04%	248
2025 Q3	$800K	Hold	3,905	–	–	0.03%	293
2025 Q2	$743K	Sell	3,905 -217	-5%	-$34.4K	0.03%	284
2025 Q1	$598K	Sell	4,122 -485	-11%	-$81.6K	0.03%	308
2024 Q4	$749K	Buy	4,607 +3,022	+191%	+$548K	0.03%	263
2024 Q3	$320K	Sell	1,585 -3,470	-69%	-$712K	0.02%	375
2024 Q2	$1.19M	Buy	5,055 +1,133	+29%	+$243K	0.06%	196
2024 Q1	$809K	Sell	3,922 -3,041	-44%	-$558K	0.04%	229
2023 Q4	$1.16M	Buy	6,963 +2,137	+44%	+$314K	0.05%	232
2023 Q3	$668K	Buy	4,826 +37	+0.8%	+$5.31K	0.04%	278
2023 Q2	$692K	Buy	4,789 +2,689	+128%	+$337K	0.04%	288
2023 Q1	$258K	Buy	+2,100	New	+$241K	0.02%	415

Other funds holding AMAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SageView Advisory Group's AMAT Position: Q4 2025 in Review

SageView Advisory Group increased its Applied Materials (AMAT) stake by 6.9% in Q4 2025, buying an estimated $64.3K and bringing the position to 4,173 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #248.

SageView Advisory Group first reported a position in AMAT in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.19M in Q2 2024. 2,630 funds tracked by Wall St. Rank hold AMAT as of Q4 2025.

SageView Advisory Group held 4,173 shares of Applied Materials worth $1.07M as of Q4 2025.
SageView Advisory Group bought 268 Applied Materials shares in Q4 2025, an estimated $64.3K.
Applied Materials made up 0.04% of SageView Advisory Group's portfolio in Q4 2025, its #248 holding.
SageView Advisory Group first reported a position in Applied Materials in Q1 2023 and has held it in 12 quarters since.
SageView Advisory Group's Applied Materials position peaked at $1.19M in Q2 2024.
2,630 funds tracked by Wall St. Rank held Applied Materials as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.